by Carl Mueller | Apr 26, 2023 | Product Tips & Tricks
During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However, once you have processed a...
by Carl Mueller | Apr 18, 2023 | Document Control
DocBoss was designed by people who know your business. We understand what pain points document controllers face each day and we built DocBoss to solve each of them. Here are 9 reasons why DocBoss might make sense for you. (Keep reading till the end as we offer a free...
by Carl Mueller | Apr 17, 2023 | Product Tips & Tricks
On occasion, you might generate a compilation but when you view the outgoing submittals area, cannot see evidence that it was actually generated. If you have generated your compilation but it is not showing up in the outgoing submittals area, please check the...
by Carl Mueller | Apr 16, 2023 | Product Tips & Tricks
This article explains the third step in the eSign process. Check at the bottom of the page to view steps 1 (Generate an eSignature Certificate) and step 2 (Set eSignature requirements per Doc Code). Select cards, and initiate submittal Select the documents you wish to...
by Carl Mueller | Apr 14, 2023 | Product Tips & Tricks
Did you know that DocBoss support staff can help you directly with issues related to your account? While we have an entire support website that answers frequently asked questions and provides videos and articles related to current and new functionality that might...
